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Payee Request for Rollover33 Plaza La Prensa Santa Fe, NM 87507 (505) 4769300 phone (505) 9540370 fax www.nmpera.orgInstructions: Please print or type in dark ink. This form must be completed in its
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How to fill out co-payee request for refundrollover
How to fill out co-payee request for refundrollover
01
Obtain the co-payee request for refund/rollover form from the appropriate source.
02
Fill out the form with accurate and complete information, including your name, contact information, account number, and reason for the request.
03
Attach any necessary documentation, such as receipts or proof of payment, to support your refund/rollover request.
04
Submit the completed form and accompanying documentation to the designated recipient, following any specific instructions provided.
Who needs co-payee request for refundrollover?
01
Individuals who have made a payment to a co-payee and are seeking a refund or rollover of those funds may need to fill out a co-payee request for refund/rollover.
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What is co-payee request for refundrollover?
A co-payee request for refundrollover is a formal request made by a co-payee to receive a refund or rollover of funds.
Who is required to file co-payee request for refundrollover?
The co-payee is required to file the request for refundrollover.
How to fill out co-payee request for refundrollover?
To fill out a co-payee request for refundrollover, the co-payee must provide their personal information, the amount to be refunded or rolled over, and any supporting documentation.
What is the purpose of co-payee request for refundrollover?
The purpose of a co-payee request for refundrollover is to request a return of funds or a transfer of funds to another account.
What information must be reported on co-payee request for refundrollover?
The co-payee must report their personal information, the amount to be refunded or rolled over, and provide any necessary documentation.
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